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iShares MSCI United Kingdom ETF

172 hedge funds and large institutions have $1.57B invested in iShares MSCI United Kingdom ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $1.02B → $1.57B (+$552M)

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

7.8% more ownership

Funds ownership: 51.98%59.78% (+7.8%)

4% more funds holding

Funds holding: 165172 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

76% less call options, than puts

Call options by funds: $5.57M | Put options by funds: $23M

Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
40
Increased
55
Reduced
55
Closed
27
Calls
$5.57M
Puts
$23M
Net Calls
-$17.5M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$506M +$225M +7,077,615 +83%
WIM
2
Windhaven Investment Management
Massachusetts
$196M +$191M +6,016,467 New
BlackRock
3
BlackRock
New York
$124M +$121M +3,811,210 New
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.6M +$61.6M +1,939,492 +308%
Wells Fargo
5
Wells Fargo
California
$64.3M +$4.6M +144,639 +8%
Goldman Sachs
6
Goldman Sachs
New York
$52.4M +$17.4M +546,974 +51%
UBS Group
7
UBS Group
Switzerland
$35.6M +$2.37M +74,660 +7%
PVH
8
Psagot Value Holdings
Israel
$35.5M +$2.11M +66,296 +6%
Morgan Stanley
9
Morgan Stanley
New York
$32.5M +$7.21M +226,919 +29%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$31.8M +$24.2M +760,731 +353%
UCFA
11
United Capital Financial Advisors
Texas
$28.3M +$27.6M +868,483 New
Citigroup
12
Citigroup
New York
$26.1M -$1.16M -36,486 -4%
PAG
13
Pinnacle Advisory Group
Maryland
$23.5M -$455K -14,314 -2%
AAIM
14
American Assets Investment Management
California
$22M
XGI
15
XL Group Investments
Bermuda
$19.9M +$3.05M +96,000 +19%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$17.9M -$50.5M -1,590,352 -74%
Ameriprise
17
Ameriprise
Minnesota
$13.3M -$11.7M -369,204 -47%
LPL Financial
18
LPL Financial
California
$12.4M -$9.76M -306,928 -44%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$12M +$10M +315,682 +611%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$10.6M +$1.18M +37,024 +13%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$10.2M -$378K -11,887 -4%
FMLI
22
Fukoku Mutual Life Insurance
Japan
$9.96M
LMIM
23
Lockheed Martin Investment Management
Maryland
$8.5M +$2.42M +75,990 +41%
ZIM
24
Zacks Investment Management
Illinois
$8.33M +$1.64M +51,690 +25%
Stifel Financial
25
Stifel Financial
Missouri
$8.09M +$911K +28,647 +13%

EWU Hedge Fund Activity: Q1 2017 in Review

172 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2017, worth a combined $1.57B — up 54% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EWU positions and 27 closed out — a net gain of 13 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $225M. The largest seller was Royal Bank of Canada, cutting an estimated $50.5M.

  • 172 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2017, up from 165 in Q4 2016.
  • Funds reported $1.57B of iShares MSCI United Kingdom ETF stock for Q1 2017, up 54% quarter-over-quarter.
  • 40 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2017 and 27 closed out, a net change of +13 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2017 was Bank of America, an estimated $225M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $50.5M sold.

Based on aggregated 13F filings for Q1 2017.